CAPITAL INVESTMENT COUNSEL INC

CRD

104591

SEC file #

801-20824

EIN

—

DBA names

—

Economics

AUM

$1.02B

AUM band

$1B+

AUM trajectory

'20 · $312.6M

'21 · $382.6M

'22 · $509.9M

'23 · $588.8M

'25 · $889.4M

'26 · $1.02B

'20'26

$312.6M → $1.02B▲ +227%

sec adv history

Client mix

Individuals Other	764
Individuals High Net Worth	457
Corporations	33
Pension Profit Sharing Plans	16
Charitable Organizations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 6 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 4 advisors

'26 · 4 advisors

'20'26

6 advisors → 4 advisors▼ -33%

sec adv history

Primary office

RALEIGH NC

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing

04/29/2026

ADV-W filed at

—

Website

capital-invest.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

R. BRYANT FAMILY PARTNERS, LTD.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

R. BRYANT FAMILY PARTNERS, LTD.

DRESSLER, KURT, ALAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CAPITAL-INVEST.COM

Rdap Domain Creation Date

1996-06-27T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001409775

Edgar Registered

Yes

Edgar Filing Count

218

Edgar First Filing Date

2007-08-16

Edgar Last Filing Date

2021-06-01

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2021-04-23

Accession0001409775-21-000017

Edgar Xbrl Assets Latest

Value Usd102,756,203,000

Fiscal Year End2020-12-31

Edgar Xbrl Revenue Latest

Value Usd816,883,000

Fiscal Year End2020-12-31

ConceptRevenueFromContractWithCustomerExcludingAssessedTax

Edgar Sic Description

National Commercial Banks

Edgar Former Names

BBVA COMPASS BANCSHARES, INC

BBVA USA BANCSHARES INC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2200 POST OAK BLVDHOUSTON, TX 77056

Business

2200 POST OAK BLVDHOUSTON, TX 77056

Edgar EIN

208948381

Edgar Recent Filings

15-12G2021-06-01 · 0001409775-21-000031

IRANNOTICE2021-05-04 · 0001409775-21-000028

Edgar Sic

6021

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2029-06-26T04:00:00Z

Rdap Domain Last Changed

2019-11-07T00:33:40Z

Rdap Nameservers

Ns97.worldnic.comNs98.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate